Configuration Recommendations

There is no one right way to configure the RM Loyalty program given all the possible permutations involved with operating in different environments. For example, prompting for a telephone number at the start of an order may be preferred with using RM Loyalty in a delivery or quick service establishment but not in a full service restaurant.In the former, the client is expected to give information right away but a customer in a full service restaurant may not inform the employee they are a member until the end of the order. In addition, you may not want to have the telephone number prompt at the beginning of the order if you are using complex criteria to apply a coupon. In this example, you may have a coupon offering ten dollars off the check requiring two entrees to be purchased first. Entrees must be applied first before the coupon is applied. If the telephone number prompt comes before items are ordered, the award will not be applied requiring extra keystrokes (restart the process). Because of this it is recommended that you implement simple coupons with no requirements other than an award point threshold being met. The following sections should be considered general recommendations with the exception of the settings designated (required)

Station Configuration Settings

Use the following Station Configuration settings when implementing theRM Loyalty program. Use the "Search Settings" button at the bottom of the Station Configuration Form to find each setting. Remember to make your changes on all stations (use Copy Settings). Most of the following station configurations settings are found under Cust/Freq Diner branch of the POS Configuration tree:

Phone Number Defaults

Format(required)- use the default setting "Phone+Ext". A telephone number format is required since the customer is using their cell phone number as a loyalty card.
Custom Format(required)- use the default setting when standard ten digit telephone numbers are being used.
Alphanumeric customer ID's (required) - disable
Incremental customer search (optional)- disable if not using in a delivery establishment.
By-pass phone #(required) - as entering a phone number is required, definitely disable this function

Street Database

Enable the options on this heading only if the is an express need to use them for delivery.

Miscellaneous Options

On Screen Keyboard (optional)- enable this option if a keyboard is not present. This is not required as RM Loyalty will populate the customer fields at the POS after the customer has confirmed joining the loyalty program. Note: fields are not populated at the POS until the customers return visit.
Add/Edit customer from POS(required) - This option should be enabled. Enabling this option allows to employees to add existing RM Loyalty customers to the RM Loyalty program and verify customer once registered.
Automatic last order recall (optional) - enable this option only if you wish to recall previous orders. This option is commonly used for delivery operations.

Address /Phone Defaults

Important One of these fields must be filled in. It is suggested you use the "Default State" field. Do not rely on the customer to complete the survey form on the RM Loyalty website. A customer will not be awarded points nor will the customer history be recorded in Restaurant Manager when the any of the default fields are left blank.

Customer Loyalty

Enable Customer Loyalty(required)- this setting must be enabled on all stations
Display alert when award is achieved (required)- enable this option to let the customer know when they have an award waiting. Enabling this option will give they customer the opportunity to accept the award or decline and use at a later date.
On new customers. prompt for customer type(required)- disable this option. This option is not needed for RM Loyalty . Enabling this option will only confuse employees.
Customer loyalty description (optional)- the default setting for this option is "Frequent Buyer". Changing the name for this station configuration setting will affect the text on the POS function button.
Suppress sending item details- the default value is "suppress for non-loyalty members only. The four settings under this menu branch will control when the "closing with SKU" prompt will appear that send item details to loyalty interface. The SKU message will appear when closing a transaction for about 3-4 seconds depending on the speed of the POS computer. This message is useful in the fact that it will let the end user know that RM Loyalty data is being transmitted correctly.
- no suppression- If enabled, the SKU prompt will appear on all transactions even if a loyalty member identifier (i.e. cell phone number) has not been entered.
- suppression for non-loyalty member only- If enabled, the SKU prompt will not appear on transactions where a loyalty member identifier (i.e. cell phone number) has not been entered.
- suppression for loyalty members only - If enabled, the SKU prompt will not appear on transactions where a loyalty member identifier (i.e. cell phone number) has been entered. but will appear for non-loyalty members. Not recommended.
- suppress all the time- If enabled, the SKU prompt will not appear on transactions regardless if a loyalty member identifier (i.e. cell phone number) has been entered or not.